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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,548 | $190,916-32.1% | $160,037-19.1% | $134,545-3.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.92% | 552.79%-565.7pp | 408.95%-421.9pp | 418.37%-431.3pp |
| Employer contribution / active EE | $20,660 | $4,996+313.6% | $4,226+388.9% | $4,742+335.7% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,250 | $10,497-50.0% | $8,716-39.8% | $11,431-54.1% |